Projects - Activity Trigger Dates

Brad Ahrens
Brad Ahrens Member Posts: 2 VERIFIED MEMBER
First Comment 5 Likes First Anniversary
edited July 2023 in Sales CRM #1

It would be awesome if you had the option to trigger activity dates based on phase start dates VS all being triggered off the project start date.

Answers

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,029 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    #2

    Hi Brad,

    Thanks for writing, it's currently not in the plans but noted it down for the future!

  • Niklas Babel
    Niklas Babel Member Posts: 7 VERIFIED MEMBER
    Second Anniversary 5 Likes Name Dropper First Comment
    edited February 2023 #3

    That would be very helpful! We'd love to use the template-related activities based on the project end-date, instead only for the start-date

    @Mike van der Valk

  • Josh Buesking
    Josh Buesking Member Posts: 253 VERIFIED MEMBER
    Fifth Anniversary 100 Likes 100 Comments 5 Answers
    edited February 2023 #4

    Had to edit...

    Would be great to create a project without a start date using a template.

    Lots of times in construction we are awarded a project without an exact start date yet. Would be nice to create the project with tasks that are start date dependent, but the clock doesn't start ticking until the start date is set.

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